Creating a test case template

You can create new test case templates and choose which templates are the default.
To create a new test case template:
  1. In the left navigation, point to the Planning icon (Planning) and click Manage Templates. The Templates editor opens.
    Templates editor
  2. Click the Create Test Case Template icon (Test case). The Manage Test Case Template window opens.
    Manage Test Case Template window
  3. In ID, enter an identifier for the test case template.
  4. In Name, enter a name for the test case template.
  5. In Description, enter a description for the test case template.
  6. Define the contents of the template.
    1. To add sections, in Available Sections, click the sections to add, and then click the arrow pointing to the right. Use Shift+Click to make multiple selections. You can also move all of the sections at once by clicking the double arrows.
    2. To remove sections, in Selected Sections, click the sections to remove, and then click the arrow pointing to the left.
    3. To add custom sections, above Selected Sections, click the New icon (New). The New Custom Section window opens.
    4. Enter the section name and description, and click OK. The new section displays in Selected Sections.
    5. To reorder sections, use the yellow arrows above Selected Sections to move the section up or down.
    6. To set a template as the default, select Set as new default.
  7. Click OK. The new template displays in the Templates editor.
  8. You can also create a new template by copying an existing template and then modifying it. To copy a template, select a template and then click the Copy Template icon (copy template). Rename the template and then modify it as desired.

Feedback